Group 1 - The core viewpoint is that the Federal Reserve should prioritize controlling inflation, as high price pressures may persist into next year and beyond [1] - Bostic advocates for maintaining interest rates until 2026, citing multiple "tailwinds" in the economy that could continue to exert upward pressure on inflation [1] - The recent decision to lower interest rates by 25 basis points faced opposition from three officials, indicating a significant division within the Federal Reserve regarding the interest rate path [1][2] Group 2 - The median forecast from the latest dot plot indicates that Federal Reserve officials expect only one rate cut next year, despite market expectations for two cuts [2] - Bostic acknowledges a cooling labor demand but does not foresee a severe downturn in the labor market, attributing some changes to structural factors rather than solely interest rate adjustments [2] - Many businesses expect to continue raising prices at least until 2026, with "super core" service inflation remaining high, potentially keeping overall inflation near 3% for an extended period [2] Group 3 - Bostic announced his retirement at the end of February, with the selection process for his successor already initiated by the Atlanta Fed [3] - He clarified that his decision to retire was personal and not influenced by the evaluation pressures related to the reappointment process [3]
亚特兰大联储主席警告通胀黏性 反对过快降息
智通财经网·2025-12-16 22:50